Purchases and Sales Made in Q3 2025 in Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
70+ 1.57% |
$10.4K - $11.6K
|
4.54K
$749K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
68+ 5.05% |
$10.1K - $11.3K
|
1.41K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 50.38% |
$9.83K - $10.9K
|
197
$32.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
65+ 0.67% |
$9.68K - $10.8K
|
9.84K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
63New |
$9.39K - $10.5K
|
63
$10.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
61+ 2.67% |
$9.09K - $10.1K
|
2.35K
$387K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
55New |
$8.19K - $9.12K
|
55
$9.08K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
54+ 2.64% |
$8.04K - $8.96K
|
2.1K
$346K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
54+ 0.32% |
$8.04K - $8.96K
|
17K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50New |
$7.45K - $8.29K
|
50
$8.25K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
49+ 0.87% |
$7.3K - $8.13K
|
5.65K
$933K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
48+ 0.49% |
$7.15K - $7.96K
|
9.94K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 0.72% |
$7.15K - $7.96K
|
6.71K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
48+ 2.31% |
$7.15K - $7.96K
|
2.12K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
47+ 0.28% |
$7K - $7.8K
|
16.8K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
44+ 1.3% |
$6.55K - $7.3K
|
3.42K
$564K
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
43+ 2.28% |
$6.41K - $7.13K
|
1.93K
$319K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
40+ 2.29% |
$5.96K - $6.64K
|
1.79K
$295K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
36+ 2.46% |
$5.36K - $5.97K
|
1.5K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34+ 1.18% |
$5.06K - $5.64K
|
2.92K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
33+ 0.74% |
$4.92K - $5.47K
|
4.48K
$739K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
31New |
$4.62K - $5.14K
|
31
$5.12K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
31+ 1.29% |
$4.62K - $5.14K
|
2.43K
$401K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
31+ 0.44% |
$4.62K - $5.14K
|
7.03K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
27+ 1.71% |
$4.02K - $4.48K
|
1.61K
$265K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.4% |
$3.13K - $3.48K
|
5.3K
$874K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 1.31% |
$2.98K - $3.32K
|
1.55K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.76% |
$2.98K - $3.32K
|
2.65K
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.55% |
$2.68K - $2.99K
|
3.28K
$541K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
17+ 0.28% |
$2.53K - $2.82K
|
6.02K
$993K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.28% |
$2.38K - $2.65K
|
5.71K
$942K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.24% |
$2.23K - $2.49K
|
6.15K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 500.0% |
$2.23K - $2.49K
|
18
$2.97K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
14+ 0.15% |
$2.09K - $2.32K
|
9.32K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
13+ 0.14% |
$1.94K - $2.16K
|
9.49K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
13New |
$1.94K - $2.16K
|
13
$2.15K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
12New |
$1.79K - $1.99K
|
12
$1.98K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$1.64K - $1.82K
|
25K
$4.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9+ 0.14% |
$1.34K - $1.49K
|
6.31K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
8+ 0.54% |
$1.19K - $1.33K
|
1.48K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
8+ 0.09% |
$1.19K - $1.33K
|
8.59K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7+ 0.14% |
$1.04K - $1.16K
|
5.03K
$829K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
7+ 0.18% |
$1.04K - $1.16K
|
3.84K
$634K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7+ 0.31% |
$1.04K - $1.16K
|
2.24K
$370K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.13% |
$745 - $829
|
3.89K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.07% |
$745 - $829
|
7.01K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
5New |
$745 - $829
|
5
$825
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$596 - $664
|
17.6K
$2.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$596 - $664
|
5.15K
$850K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$596 - $664
|
5.74K
$947K
|